# Lord Electric Company Of Puerto Ric , INC. DC Plan
Source: https://planprovider.pro/companies/lord-electric-company-of-pr-inc-plan

> Lord Electric Company Of Puerto Ric , INC.'s DC plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lord Electric Company Of Puerto Ric , INC.

- **Sponsor EIN:** 660663585

- **Sponsor Address:** PO BOX 363408, SAN JUAN, PR, 009363408

- **Plan Type:** DC

- **Total Participants:** 101

- **Total Assets:** $14.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|101|$14.0M|$574,879|$451,796|

| 2023|93|$11.6M|$81,998|$404,982|

| 2022|79|$9.6M|$454,485|$358,690|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORD KEEPER|$86,996|—|$86,996|

| RODRIGUEZ TORRES|INVESTMENT ADVISOR|$19,320|—|$19,320|

| ORIENTAL BANK & TRUST|OTHER|$19,102|—|$19,102|

| MMLIS|BROKER/ ADVISOR|—|$11,731|$11,731|

| FPV & GALINDEZ|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FPV & GALINDEZ](https://planprovider.pro/provider/galindez-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $137,149

- **Estimated Expense Ratio:** 0.979% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$66,943|—|—|—|—|

| 2023|$69,027|—|—|—|—|

| 2022|$88,858|$60,614|$11,652|—|—|

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